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4 Large-Cap Blend Mutual Funds for Alluring Returns
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Large-cap blend mutual funds seek to offer value appreciation through capital gains with relatively less volatility by investing in value and growth stocks. Blend funds, which are also known as “hybrid funds” owe their origin to a graphical representation of a fund’s equity style box. In addition to diversification, blend funds are great picks for investors looking for a mix of growth and value investment. Meanwhile, significant exposure to large-cap stocks makes these blend funds a safer option for risk-averse investors, when compared to small-cap and mid cap funds. Also, these funds are believed to perform well over the long term and assure more stability than their mid- or small –cap counterparts.
Invesco Growth and Income A (ACGIX - Free Report) seeks capital appreciation along with current income. ACGIX generally invests in income-producing equity securities with a primary focus on large-cap stocks. ACGIX may also invest in securities of small- and mid-cap companies and allocate not more than one-fourth of its assets in securities of companies that are domiciled in foreign lands. Invesco Growth and Income A has three-year annualized returns of 9.8%.
As of September 2016, ACGIX held 86 issues, with 4.59% of its assets invested in JPMorgan.
Fidelity Advisor Capital Development A (FDTTX - Free Report) primarily focuses on acquiring common stock of companies. FDTTX maintains a portfolio that consists of both value and growth stocks. FDTTX seeks to provide growth of capital. FDTTX considers factors including financial strength and economic conditions before investing in a company. Fidelity Advisor Capital Development A has three-year annualized returns of 8.5%.
FDTTXhas an expense ratio of 0.89% compared with the category average of 1.03%.
Dreyfus Large Cap Equity A (DLQAX - Free Report) seeks appreciation of capital over the long run. DLQAX invests the lion’s share of its assets in securities of companies with large size market capitalizations. DLQAX only considers companies with over $5 billion market-cap for potential investments. DLQAX may invest not more than 20% of its assets in options.Dreyfus Large Cap Equity A has three-year annualized returns of 8.7%.
Irene D. O'Neill has been the portfolio manager of DLQAX since 2003.
Columbia Large Cap Enhanced Core Z (NMIMX - Free Report) invests a large chunk of its assets in common stocks that are listed in the S&P 500 Index. NMIMX may also invest in convertible securities and derivatives. NMIMX may change proportion of securities in its portfolio to derive returns, higher than the total return of S&P 500. Columbia Large Cap Enhanced Core Z has three-year annualized returns of 9.3%.
NMIMX has an expense ratio of 0.65% compared with the category average of 1.03%.
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4 Large-Cap Blend Mutual Funds for Alluring Returns
Large-cap blend mutual funds seek to offer value appreciation through capital gains with relatively less volatility by investing in value and growth stocks. Blend funds, which are also known as “hybrid funds” owe their origin to a graphical representation of a fund’s equity style box. In addition to diversification, blend funds are great picks for investors looking for a mix of growth and value investment. Meanwhile, significant exposure to large-cap stocks makes these blend funds a safer option for risk-averse investors, when compared to small-cap and mid cap funds. Also, these funds are believed to perform well over the long term and assure more stability than their mid- or small –cap counterparts.
Below we share with you three top-rated large-cap blend mutual funds. Each has earned a Zacks Mutual Fund Rank #1(Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of large-cap blend funds, their Zacks Rank and past performance.
Invesco Growth and Income A (ACGIX - Free Report) seeks capital appreciation along with current income. ACGIX generally invests in income-producing equity securities with a primary focus on large-cap stocks. ACGIX may also invest in securities of small- and mid-cap companies and allocate not more than one-fourth of its assets in securities of companies that are domiciled in foreign lands. Invesco Growth and Income A has three-year annualized returns of 9.8%.
As of September 2016, ACGIX held 86 issues, with 4.59% of its assets invested in JPMorgan.
Fidelity Advisor Capital Development A (FDTTX - Free Report) primarily focuses on acquiring common stock of companies. FDTTX maintains a portfolio that consists of both value and growth stocks. FDTTX seeks to provide growth of capital. FDTTX considers factors including financial strength and economic conditions before investing in a company. Fidelity Advisor Capital Development A has three-year annualized returns of 8.5%.
FDTTXhas an expense ratio of 0.89% compared with the category average of 1.03%.
Dreyfus Large Cap Equity A (DLQAX - Free Report) seeks appreciation of capital over the long run. DLQAX invests the lion’s share of its assets in securities of companies with large size market capitalizations. DLQAX only considers companies with over $5 billion market-cap for potential investments. DLQAX may invest not more than 20% of its assets in options.Dreyfus Large Cap Equity A has three-year annualized returns of 8.7%.
Irene D. O'Neill has been the portfolio manager of DLQAX since 2003.
Columbia Large Cap Enhanced Core Z (NMIMX - Free Report) invests a large chunk of its assets in common stocks that are listed in the S&P 500 Index. NMIMX may also invest in convertible securities and derivatives. NMIMX may change proportion of securities in its portfolio to derive returns, higher than the total return of S&P 500. Columbia Large Cap Enhanced Core Z has three-year annualized returns of 9.3%.
NMIMX has an expense ratio of 0.65% compared with the category average of 1.03%.
To view the Zacks Rank and past performance of all large-cap blend Mutual Funds, investors can click here to see the complete list of funds.
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